| 6/3/2026 | NewEdge Advisors LLC | 90,563 | $3.63M | 0.0% | -4.2% | 1.647% | |
| 5/19/2026 | NewEdge Advisors LLC | 90,563 | $3.63M | 0.1% | -4.2% | 1.647% | |
| 5/19/2026 | Bank of America Corp DE | 161,992 | $6.49M | 0.0% | +8.1% | 2.945% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 85,051 | $3.65M | 1.8% | +36.4% | 1.546% | |
| 5/18/2026 | Royal Bank of Canada | 21,315 | $853K | 0.0% | -40.7% | 0.388% | |
| 5/13/2026 | Cetera Investment Advisers | 9,744 | $390K | 0.0% | -5.9% | 0.177% | |
| 5/4/2026 | Bleakley Financial Group LLC | 27,733 | $1.11M | 0.0% | +7.2% | 0.504% | |
| 5/1/2026 | Fifth Third Bancorp | 5,855 | $234K | 0.0% | N/A | 0.106% | |
| 4/27/2026 | Apeiron RIA LLC | 58,113 | $2.33M | 0.5% | -9.2% | 1.057% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 9,848 | $394K | 0.0% | +75.1% | 0.177% | |
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| 4/17/2026 | Wealth Management Partners LLC | 53,201 | $2.13M | 0.6% | +28.2% | 0.959% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 45,698 | $1.83M | 0.4% | -3.6% | 0.823% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 920 | $39K | 0.0% | +119.0% | 0.016% | |
| 2/18/2026 | NewEdge Advisors LLC | 94,543 | $3.97M | 0.0% | -40.1% | 1.688% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 107,264 | $4.51M | 0.3% | +6.7% | 1.915% | |
| 2/17/2026 | Cetera Investment Advisers | 10,355 | $435K | 0.0% | +2.4% | 0.185% | |
| 2/17/2026 | Osaic Holdings Inc. | 55,289 | $2.32M | 0.0% | -42.3% | 0.987% | |
| 2/17/2026 | Royal Bank of Canada | 35,957 | $1.51M | 0.0% | +58.0% | 0.642% | |
| 2/16/2026 | MLP3 LLC | 9,172 | $385K | 0.4% | N/A | 0.164% | |
| 2/13/2026 | Kestra Advisory Services LLC | 6,833 | $287K | 0.0% | -7.9% | 0.122% | |
| 2/13/2026 | Wells Fargo & Company MN | 503,045 | $21.13M | 0.0% | +4.5% | 8.983% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 25,752 | $1.08M | 0.0% | +2.3% | 0.460% | |
| 2/12/2026 | Triumph Capital Management | 6,354 | $267K | 0.1% | -16.8% | 0.113% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 4,829 | $203K | 0.0% | N/A | 0.086% | |
| 2/11/2026 | LPL Financial LLC | 374,208 | $15.72M | 0.0% | +88.8% | 6.682% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 5,241 | $220K | 0.0% | N/A | 0.094% | |
| 2/9/2026 | Bleakley Financial Group LLC | 25,867 | $1.09M | 0.0% | +5.1% | 0.462% | |
| 2/9/2026 | Harbour Investments Inc. | 12,158 | $511K | 0.0% | +2.9% | 0.217% | |
| 2/6/2026 | Empirical Asset Management LLC | 11,338 | $476K | 0.1% | -62.3% | 0.202% | |
| 2/3/2026 | Apeiron RIA LLC | 64,017 | $2.73M | 0.6% | +5.4% | 1.143% | |
| 2/2/2026 | Total Clarity Wealth Management Inc. | 47,397 | $1.99M | 0.5% | +5.4% | 0.846% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 5,624 | $236K | 0.0% | N/A | 0.101% | |
| 1/28/2026 | O ROURKE & COMPANY Inc | 9,999 | $420K | 0.2% | +53.2% | 0.180% | |
| 1/27/2026 | Institute for Wealth Management LLC. | 36,851 | $1.55M | 0.2% | -0.6% | 0.664% | |
| 1/21/2026 | Palumbo Wealth Management LLC | 29,406 | $1.24M | 0.3% | -8.6% | 0.530% | |
| 1/12/2026 | Wealth Management Partners LLC | 41,491 | $1.74M | 0.5% | +19.2% | 0.741% | |
| 1/12/2026 | DKM Wealth Management Inc. | 12,922 | $543K | 0.4% | -10.3% | 0.231% | |
| 12/23/2025 | Triumph Capital Management | 7,635 | $328K | 0.1% | +8.1% | 0.135% | |
| 11/18/2025 | Advisory Services Network LLC | 745 | $32K | 0.0% | N/A | 0.013% | |
| 11/17/2025 | NewEdge Advisors LLC | 157,770 | $6.79M | 0.0% | +1.9% | 2.792% | |
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| 11/17/2025 | Triumph Capital Management | 7,635 | $328K | 0.1% | +8.1% | 0.135% | |
| 11/17/2025 | Susquehanna International Group LLP | 32,088 | $1.38M | 0.0% | -42.0% | 0.568% | |
| 11/17/2025 | Moors & Cabot Inc. | 5,850 | $252K | 0.0% | N/A | 0.104% | |
| 11/17/2025 | Citadel Advisors LLC | 19,581 | $842K | 0.0% | N/A | 0.347% | |
| 11/17/2025 | Bank of America Corp DE | 195,741 | $8.42M | 0.0% | +4.2% | 3.464% | |
| 11/14/2025 | Creative Planning | 12,266 | $528K | 0.0% | N/A | 0.217% | |
| 11/14/2025 | Raymond James Financial Inc. | 124,650 | $5.36M | 0.0% | +5.2% | 2.206% | |
| 11/12/2025 | Total Clarity Wealth Management Inc. | 44,987 | $1.94M | 0.5% | -1.0% | 0.796% | |
| 11/12/2025 | Empirical Asset Management LLC | 30,079 | $1.29M | 0.2% | -52.6% | 0.532% | |
| 11/10/2025 | Palumbo Wealth Management LLC | 32,165 | $1.38M | 0.4% | -8.7% | 0.569% | |
| 11/10/2025 | Bleakley Financial Group LLC | 24,612 | $1.06M | 0.0% | +9.3% | 0.436% | |
| 10/22/2025 | O ROURKE & COMPANY Inc | 6,525 | $281K | 0.1% | N/A | 0.117% | |
| 10/21/2025 | Wealth Management Partners LLC | 34,801 | $1.50M | 0.5% | +24.4% | 0.621% | |
| 10/17/2025 | Institute for Wealth Management LLC. | 37,089 | $1.60M | 0.2% | -5.6% | 0.662% | |
| 10/14/2025 | Apeiron RIA LLC | 60,712 | $2.57M | 0.6% | +9.7% | 1.084% | |
| 10/10/2025 | DKM Wealth Management Inc. | 14,400 | $619K | 0.5% | -3.3% | 0.259% | |
| 9/4/2025 | Osaic Holdings Inc. | 106,057 | $4.34M | 0.0% | +78.8% | 2.080% | |
| 8/15/2025 | MML Investors Services LLC | 35,447 | $1.45M | 0.0% | N/A | 0.695% | |
| 8/15/2025 | Bank of America Corp DE | 187,905 | $7.69M | 0.0% | -9.8% | 3.684% | |
| 8/14/2025 | Jane Street Group LLC | 8,855 | $362K | 0.0% | N/A | 0.174% | |
| 8/14/2025 | Raymond James Financial Inc. | 118,537 | $4.85M | 0.0% | +2.1% | 2.324% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 90,884 | $3.72M | 0.3% | +1.0% | 1.782% | |
| 8/14/2025 | NewEdge Advisors LLC | 154,812 | $6.33M | 0.0% | +25.4% | 3.036% | |
| 7/30/2025 | Bleakley Financial Group LLC | 22,510 | $921K | 0.0% | N/A | 0.446% | |
| 7/29/2025 | Empirical Asset Management LLC | 63,496 | $2.60M | 0.8% | +1.1% | 1.257% | |
| 7/28/2025 | Ritholtz Wealth Management | 12,250 | $501K | 0.0% | +36.1% | 0.243% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 45,430 | $1.86M | 0.5% | -29.5% | 0.900% | |
| 7/21/2025 | Grassi Investment Management | 11,855 | $485K | 0.0% | -21.0% | 0.235% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 39,272 | $1.61M | 0.2% | -2.7% | 0.785% | |
| 7/15/2025 | Palumbo Wealth Management LLC | 35,231 | $1.44M | 0.4% | -3.0% | 0.726% | |
| 7/15/2025 | DKM Wealth Management Inc. | 14,892 | $609K | 0.5% | -5.4% | 0.307% | |
| 7/11/2025 | Wealth Management Partners LLC | 27,965 | $1.15M | 0.4% | N/A | 0.577% | |
| 7/9/2025 | Triumph Capital Management | 7,062 | $289K | 0.1% | N/A | 0.146% | |
| 5/29/2025 | Apeiron RIA LLC | 47,637 | $1.74M | 0.5% | +40.6% | 0.982% | |
| 5/16/2025 | NewEdge Advisors LLC | 123,478 | $4.52M | 0.0% | +119.2% | 2.627% | |
| 5/15/2025 | Royal Bank of Canada | 31,912 | $1.17M | 0.0% | +123.8% | 0.679% | |
| 5/14/2025 | Comerica Bank | 6,446 | $236K | 0.0% | +87.4% | 0.137% | |
| 5/13/2025 | Raymond James Financial Inc. | 116,051 | $4.24M | 0.0% | +264.7% | 2.469% | |
| 5/7/2025 | LPL Financial LLC | 135,436 | $4.95M | 0.0% | -1.7% | 2.913% | |
| 5/6/2025 | Cetera Investment Advisers | 6,603 | $241K | 0.0% | +6.1% | 0.142% | |
| 4/22/2025 | Palumbo Wealth Management LLC | 36,306 | $1.33M | 0.4% | -6.5% | 0.825% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 11,295 | $413K | 0.0% | +85.0% | 0.257% | |
| 4/17/2025 | Ritholtz Wealth Management | 9,000 | $329K | 0.0% | +23.8% | 0.205% | |
| 4/11/2025 | DKM Wealth Management Inc. | 15,742 | $576K | 0.6% | +9.9% | 0.350% | |
| 4/11/2025 | Armstrong Fleming & Moore Inc | 12,856 | $470K | 0.6% | N/A | 0.286% | |
| 2/17/2025 | Cetera Investment Advisers | 6,222 | $235K | 0.0% | N/A | 0.146% | |
| 2/17/2025 | Bank of America Corp DE | 83,492 | $3.15M | 0.0% | +779.0% | 1.965% | |
| 2/13/2025 | NewEdge Advisors LLC | 56,320 | $2.13M | 0.0% | -1.4% | 1.325% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 64,466 | $2.44M | 0.2% | +32.6% | 1.517% | |
| 2/13/2025 | Raymond James Financial Inc. | 31,825 | $1.20M | 0.0% | N/A | 0.749% | |
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| 2/13/2025 | Wells Fargo & Company MN | 264,013 | $9.97M | 0.0% | +33.8% | 6.212% | |
| 2/12/2025 | DKM Wealth Management Inc. | 14,319 | $541K | 0.5% | N/A | 0.337% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 17,992 | $680K | 0.0% | +16.9% | 0.423% | |
| 2/11/2025 | LPL Financial LLC | 137,723 | $5.20M | 0.0% | +19.1% | 3.241% | |
| 2/6/2025 | Raymond James Financial Inc. | 31,825 | $1.20M | 0.0% | N/A | 0.767% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 5,336 | $202K | 0.0% | N/A | 0.129% | |
| 1/30/2025 | Palumbo Wealth Management LLC | 38,844 | $1.47M | 0.5% | -1.1% | 0.914% | |
| 1/24/2025 | Total Clarity Wealth Management Inc. | 64,408 | $2.43M | 0.8% | -39.2% | 1.515% | |
| 1/23/2025 | Institute for Wealth Management LLC. | 40,372 | $1.53M | 0.2% | -0.7% | 0.950% | |
| 1/17/2025 | Apeiron RIA LLC | 33,875 | $1.28M | 0.4% | N/A | 0.858% | |
